Raymond James Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Raymond James Financial’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.32B	Buy	14,250,677 +477,559	+3%	+$45.4M	0.41%	39
2025 Q4	$1.3B	Buy	13,773,118 +251,970	+2%	+$23.7M	0.4%	32
2025 Q3	$1.29B	Buy	13,521,148 +206,108	+2%	+$19.3M	0.41%	31
2025 Q2	$1.25B	Buy	13,315,040 +191,453	+1%	+$17.6M	0.43%	32
2025 Q1	$1.23B	Sell	13,123,587 -124,957	-0.9%	-$11.5M	0.46%	33
2024 Q4	$1.18B	Buy	+13,248,544	New	+$1.22B	0.43%	33

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial's USMV Position: Q1 2026 in Review

Raymond James Financial increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.5% in Q1 2026, buying an estimated $45.4M and bringing the position to 14,250,677 shares worth $1.32B. The position accounts for 0.41% of the portfolio, ranked #39.

Raymond James Financial first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Raymond James Financial held 14,250,677 shares of iShares MSCI USA Min Vol Factor ETF worth $1.32B as of Q1 2026.
Raymond James Financial bought 477,559 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $45.4M.
iShares MSCI USA Min Vol Factor ETF made up 0.41% of Raymond James Financial's portfolio in Q1 2026, its #39 holding.
Raymond James Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.